See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,088 | $73,933-20.1% | $96,683-38.9% | $75,163-21.4% |
| Participation rate | 29.7% | 66.4%-36.7pp | 74.3%-44.6pp | 67.2%-37.5pp |
| Annual return | 24.97% | 26.70%-1.7pp | 35.69%-10.7pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,529 | $2,928-47.8% | $3,737-59.1% | $2,670-42.7% |
| Participant deferral / active EE | $2,174 | $3,659-40.6% | $4,878-55.4% | $4,125-47.3% |
| Admin fee / account holder | $1,738 | $5,216-66.7% | $6,730-74.2% | $5,651-69.2% |